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iShares S&P 500 Growth ETF

2,000 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 672 increasing their positions, 733 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $48.4B → $49.1B (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 733

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1826
Greenhouse Wealth Management
Connecticut
$200K
CFS
1827
Coordinated Financial Services
Colorado
$200K
APW
1828
Atlantic Private Wealth
North Carolina
$196K
BW
1829
Basepoint Wealth
Iowa
$195K
AA
1830
Addison Advisors
Vermont
$189K
FPB
1831
First PREMIER Bank
South Dakota
$189K
BCM
1832
Basso Capital Management
Connecticut
$188K
SHFC
1833
Safe Harbor Family Capital
North Carolina
$179K
ITIM
1834
Indiana Trust & Investment Management
Indiana
$179K
HFS
1835
Hantz Financial Services
Michigan
$174K
CFFP
1836
Center for Financial Planning
Michigan
$169K
HAP
1837
Harbor Asset Planning
Massachusetts
$166K
EWM
1838
Evermay Wealth Management
Virginia
$165K
CSWG
1839
Cardinal Strategic Wealth Guidance
Kentucky
$163K
TFG
1840
Team Financial Group
California
$162K
RTL
1841
Red Tortoise LLC
Georgia
$162K
WWM
1842
Wolff Wiese Magana
California
$155K
BTD
1843
BankPlus Trust Department
Mississippi
$147K
CT
1844
Clearstead Trust
Maine
$144K
HI
1845
Horizon Investments
North Carolina
$138K
IIL
1846
Insight Inv LLC
California
$137K
MAS
1847
MPWM Advisory Solutions
Georgia
$135K
WBC
1848
West Branch Capital
Massachusetts
$134K
MIA
1849
Milestone Investment Advisors
Wisconsin
$133K
APW
1850
Aventura Private Wealth
Florida
$131K